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Investment

Whether you’re just starting out or you’ve been investing for years, Wealth Management at Redstone Federal Credit Union can help you harness the power of investing so your money will work harder for you. With a wise investing strategy, you’ll feel more comfortable, confident, and secure today knowing that you’ve made a sound plan aimed at a future of financial freedom. Investing opens new possibilities for you as your dreams take shape.

Our Financial Advisors will work with you to create a strategy that fits your life and adapts to your goals. From high-yield stocks to more predictable long-term investments, we’ll help you find the right combination, regardless of how much you have to invest or how much risk you feel comfortable taking on. You’ll have all the support you need to plan for the future you deserve.

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Why invest with Wealth Management at Redstone Federal Credit Union?

Customized investing strategies

Your dreams and goals are personal, and your financial plan should be too. When helping you explore effective investing strategies, we begin by gathering details about your budget, tolerance for risk, future goals, and current circumstances. We then work with you to create a tailored plan that fits your life now and can be adjusted as your needs change.

Simple terms to educate and empower you

Regardless of how much you currently know about investing, we’ll take time to explain the nuances so you’ll understand your options, risks, and potential rewards. We are passionate about guiding you through the many choices as you decide what to do with your money. It’s all part of Wealth Management at Redstone Federal Credit Union’s mission to help members live brighter while making wise financial choices.

Relationships that empower informed decisions

Investing is a journey, and we’ll be by your side the whole way. It’s crucial to partner with a Financial Consultant who is familiar with your situation and can offer tailor-made strategies based on where you are and where you want to be. Your Financial Consultant will guide you through the process with sound financial advice, and will be a resource for you as you reach life’s milestones and reevaluate your strategy.

Which investments are right for you?

Annuities

Best if

You’re looking for steady payments during retirement.

College Investment Plans

Best if

You want to fund your child's education and take advantage of tax breaks.

IRAs

Best if

You need a retirement account that offers various tax benefits.

401(k) Services

Best if

You are approaching retirement or changing jobs and you want to transfer your 401(k) to an IRA.

Guided Wealth Portfolios

Best if

You like using an online platform that combines the benefits of a personal financial advisor with sophisticated technology.

Stocks & Bonds

Best if

You’re interested in buying shares in a company. Stocks are higher-risk investments and have a higher return potential, while bonds are more predictable and may offer regular income.

Mutual Funds

Best if

You’re interested in investing in a number of different companies while paying lower transaction fees.

Managed "Advisory" Accounts

Best if

You want help managing your investments and you want to save on individual transaction fees.

Ready to Get Started? Contact Us Today.
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Disclosures

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC.) Insurance products are offered through LPL or its licensed affiliates. Redstone Federal Credit Union (RFCU) and Wealth Management at Redstone Federal Credit Union (WMRFCU) are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using the name WMRFCU, and may also be employees of RFCU. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of RFCU or WMRFCU. The WMRFCU site is designed for U.S. residents only. The services offered within this site are offered exclusively through our U.S. registered representatives. LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL and TN.

Redstone Federal Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services.

Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any Other Government Agency Not Redstone Federal Credit Union Guaranteed Not Redstone Federal Credit Union Deposits or Obligations May Lose Value

LPL Financial Form CRS